Claude Rustler

Not investment advice

[Claude Rustler @ClaudeRustler]

Evergreen tweet: $META should buy $ROKU

[Claude Rustler @ClaudeRustler]

Update: $NFLX

[Claude Rustler @ClaudeRustler]

Here's hoping Brian Roberts goes full Brian Roberts and forces Zuck to pay $250.

https://t.co/qA2HKEjRSD
$roku $cmcsa $meta

[Claude Rustler @ClaudeRustler]

Here's hoping Brian Roberts goes full Brian Roberts and forces Zuck to pay $250.

https://t.co/qA2HKEjRSD
$roku $cmcsa $meta

[Claude Rustler @ClaudeRustler]

$META

[Rich Greenfield, LightShed 🔦 @RichLightShed]

🚨 Brainstorming Who Could Buy $ROKU https://t.co/DivSXJixB0

[Claude Rustler @ClaudeRustler]

@bucketshopcap @stockthoughts81 If the borrow is cheap enough you get to push out the tax bill on a winner.

[Claude Rustler @ClaudeRustler]

$PMDI

[☂︎eff Moore @ragnarisapirate]

Feels like this is going to be a real coux for a certain company that Peter Kamin is in that tests hair for drugs…

[Claude Rustler @ClaudeRustler]

$PMDI. If you are a freight broker like $CHRW are you going to book any loads to carriers who don't hair test?
https://t.co/iJ0zTUyiOg

[Craig Fuller 🛩🚛🚂⚓️ @FreightAlley]

OMG, this is the most pivotal moment in trucking history since Deregulation.

It could be an extinction event for 30-50% of all freight brokers.

Matt Lefler and I will be on the air at 11AM ET to discuss. Live, streaming on X.

[Collin Rugg @CollinRugg]

Man who went viral for remaining in his seat as he ate food during the WH Correspondents' Dinner shooting says he didn't want his new tux on the dirty Hilton floor.

He also said he is from New York, so he hears sirens and activity all the time.

"I’m a New Yorker. We live with sirens and activity happening all the time," Michael Glantz, an agent at Creative Artists Agency, said.

"I wasn’t scared. There are hundreds of Secret Service agents hurtling themselves over tables and chairs, and I wanted to watch."

"First of all, I have a bad back. I couldn’t get on the floor, and if I did get on the floor, they’d have to bring in people to get me off the floor. And No. 2, I’m a hygiene freak. There was no freaking way I was getting in my new tux on the dirty Hilton floor. It was not happening."

[Claude Rustler @ClaudeRustler]

@SteelyDanHeatly @Bonhoeffer_KDS @gilmourkh @BillBrewsterTBB @FrancoOlivera Great call. Any sense of the magnitude of the benefits of putting the two together? How much of Qs business do you think is already coming from $GLIBA $GLIBK?

[Om Patel @om_patel5]

sam altman watching ChatGPT hallucinate live on stage is the funniest thing i've seen all week

the CEO of OpenAI, on stage, in front of everyone, watching his own AI just make things up in real time

and his face says it all

this is the guy telling us AGI is coming soon btw

[Claude Rustler @ClaudeRustler]

@mike_astarita Liquidation isn't the base case, Bartlett is a deal guy.

[Claude Rustler @ClaudeRustler]

$HRBR worth a look. Co made it clear they want to do a deal, liquidate and/or deregister. For any of that to happen they have to get current first which they also tell you they are trying to do. Will show at least $2.50-$2.75 cash on the balance sheet.

[Claude Rustler @ClaudeRustler]

@ArletteSager Can you be more specific? DMs are open. Thanks.

[everyonehatespoetry @everyonehatesp1]

Alright the pitch is now uploaded in bio.
It's $IEHC, a duopoly in hyberoloid connectors used in missiles, jets, radars, commercial aero and space.
A highly illiquid stock with some near-term margin pressure but an incredible medium-term outlook driven by massive secular tailwinds.

[Andrea @MCYC1975]

It’s mind-blowing how the experiences business (Viator) and The Fork are currently valued at "less than zero"‼️ within $trip TripAdvisor. I’ve never understood why management hasn't pulled the trigger on a spin-off for these assets. Starboard is spot on

[Claude Rustler @ClaudeRustler]

$NIHD NII Holdings. Hearing from broker that they have been making moves at the DTC, looks like they are getting ready for a pmt...

[Rich Greenfield, LightShed 🔦 @RichLightShed]

"there is tremendous power in owning a consumer’s journey from the moment he or she powers up the TV, to the content that’s displayed, to what they end up watching."

“If I were David Ellison, I would have bought Roku,” Greenfield said. “More so than I would have gone after Warner Bros. Discovery. If you’re playing from behind in streaming, how could you turbocharge yourself overnight? It’s sexy to buy content, but you may get a lot more by buying a TV O.S.”

thanks for the shoutout @PuckNews @loudmouthjulia @MattBelloni $ROKU @Roku

https://t.co/PmDlnlBsp0

[Claude Rustler @ClaudeRustler]

@RichLightShed Presumably the Ellison's are tapped out for a bit. $META should buy $ROKU. $AMZN has one, $GOOG has one, $META needs one and its a sneeze for them. $200/share would be less than a quarter of 2026 capex. Put the data and advertising businesses together, Lollapalooza!

[Claude Rustler @ClaudeRustler]

@DaveWeLike It's so insanely obvious $META should just buy $ROKU. Even if Wood demands a silly number it's still barely a sneeze for them.

[Claude Rustler @ClaudeRustler]

@kingdomcapadv Yes, it's like they disappeared!